AI: The Opportunity is Anything but Artificial Date: Thursday, January 15, 2026 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made. This educational session is designed to help participants: Understand what artificial intelligence is and why it has gained momentum Explore real-world applications of AI across industries Gain perspective on where AI may be headed and key considerations moving forward For more information: call us at 952.857.1280 or email us at michele.a.lindell@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost orobligation. Blackrock and their representatives are not affiliatedwith Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.8674769ACMR1225
The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC The Silver Tsunami is coming. Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security—will provide valuable insights to: Debunk common misconceptions about Social Security Drill down on benefits Provide actionable next steps for thoughtful retirement income strategies For more information: call us at 952.857.1280 or email us at michele.a.lindell@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. T. Rowe Price and their representatives are notaffiliated with Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2025 Ameriprise Financial, Inc. All rights reserved.8674769ACMR1225
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, we will: Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones Explore common reasons why so many families plan in advance Review pre-planning versus pre-funding Discuss pros and cons of a funeral policy For more information: call us at 952.857.1280 or email us at michele.a.lindell@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225
Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Kelsea Sullivan, CIMA , Regional Director - Fidelity Investments Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence. This session will explore real-life scenarios and provide financial planning insights around topics such as: Combining finances in relationships Managing divorce or remarriage Planning for education and major purchases Preparing for retirement and healthcare needs Caring for aging loved ones Creating a lasting legacy Why it matters: Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions. What you'll gain:Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between. This is an informational seminar. There is no cost or obligation. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Emily Mills, CSRIC™ , Wealth Strategy Specialist - Eaton Vance Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC A practical look at charitable planning options for individuals and families. We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals. During this session, we will cover: Managing tax benefits while supporting the causes that matter most to you Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities Tax-related considerations when donating appreciated assets such as stock or real estate How charitable giving can align with your long-term planning objectives Who should attend:Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously. This is an informational seminar. There is no cost or obligation. Eaton Vance and their representatives are not affiliated with Ameriprise Financial. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing. This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Women, Wealth & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey Date: Thursday, August 21, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Brooke Baker, CEPA - Practice Management Specialist - John Honcock Investments Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC This is not your typical women & investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages. Why it matters:Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan. Key Takeaways: How financial planning impacts long-term security What to expect at different life stages Real-life scenarios and practical tools How to guide others on this journey This is an informational seminar. There is no cost or obligation. John Hancock and their representatives are not affiliated with Ameriprise Financial.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP, Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Generations Wealth Group, a private practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: John Decker, Owner - College Assistance Plus Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Fianncial Services, LLC Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. This is an informational seminar. There is no cost orobligation. College Assistance Plus and their representatives are notaffiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and theirrepresentatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do notprovide tax or legal advice. Consult your tax advisor or attorney regardingspecific tax issues. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 AmeripriseFinancial, Inc. All rights reserved. 7754527ACMR0325